San Luis Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024

A detailed history of San Luis Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 41,253 shares of SCHD stock, worth $1.15 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
41,253
Previous 12,781 222.77%
Holding current value
$1.15 Million
Previous $1.08 Million 4.35%
% of portfolio
0.21%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$26.93 - $84.95 $766,750 - $2.42 Million
28,472 Added 222.77%
41,253 $1.13 Million
Q3 2024

Oct 09, 2024
BUY
$77.02 - $85.06 $19,023 - $21,009
247 Added 1.97%
12,781 $1.08 Million
Q2 2024

Jul 12, 2024
BUY
$75.81 - $80.15 $950,202 - $1 Million
12,534 New
12,534 $975,000

Others Institutions Holding SCHD

# of Institutions
1,784
Shares Held
324M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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